Customer Story · Everwise Credit Union
From Fragmented Member Data to One Connected View
How Everwise Credit Union brought member and loan information together across systems through Boomi and activated one connected Member 360 experience in Creatio.
The challenge
When member information lives in separate systems
Member and loan information lived in separate systems with different access rules. Staff could not see a member’s full relationship or the status of work in another department, and handoffs were often tracked by phone and email.
How the data came together · One progression, three states
Before
Siloed core, lending, card, and warehouse data limited visibility.
Connected by Boomi
Data is transformed, matched, deduplicated, and delivered through nightly and on-demand syncs.
Activated in Creatio
One organization-centric Member 360 record gives staff shared context and status.
What changed
Complete context. Faster refresh. Visible handoffs.
Complete context
Shared members and their activity surface across departments.
Faster refresh
A full nightly update plus an on-demand refresh that completes in seconds.
Visible handoffs
Frontline and back-office teams can see ownership and status in Creatio.
Delivery journey · Two go-lives combined into one release
Illustrative solution architecture
How the Connected Member View Works
Multiple operational systems feed a governed integration layer, then one experience in Creatio.
Source systems · Seven
One organization-centric record with the member’s connected relationship and active work.
Nightly full refresh
Every shared member and their activity, updated overnight.
On-demand in seconds
The same Boomi process, run for one member when staff need it.